Jon Hendrickson
Jon Hendrickson is a registered investment advisor at Hendrickson Financial Services, LLC, based in Dickinson, ND, with 26 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 124 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee. From time to time, HFS may also utilize the services of a sub-adviser to manage clients' investment portfolios. When using Sub-Advisors, the client will not pay additional fees. The Sub-Advisors fees are included in the fees charged by HFS.
Fee Estimator
Location
135 Sims, Suite 211, Dickinson, ND, 58601
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Jon sells fixed insurance products through various insurance companies, dedicating a few hours per week. He is also the owner/investment advisor for Hendrickson Financial Services, LLC, an RIA firm, which takes nearly full-time.
Employment History
Current Registrations
Hendrickson Financial Services, LLC
Previous Registrations
Mcsherry Anderson
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.